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    The New Standard in Onboarding

    The secure, all-in-one client onboarding for modern conveyancers

    Verify Client replaces fragmented checks with a single, secure journey. ID, AML, and Source of Funds—completed in minutes, not weeks.

    Secure Link
    Verification Code
    Role-Based Access
    Audit Trail
    • Liveness identity checks
    • Bank-grade AML
    • Source of Funds wizard
    Complete Coverage

    Everything you need, nothing you don't

    Stop piecing together different tools. We cover every compliance requirement in one seamless flow.

    • Biometric ID

      NFC-enabled passport reading and liveness checks that meet HM Land Registry 'Safe Harbour' standards.

    • Smart AML

      PEP and Sanctions screening with automatic ongoing monitoring and risk alerts.

    • Source of Funds

      A guided wizard that helps clients prove their funds' origin without the confusion.

    • Forms & Declarations

      Digitally capture TA6 forms, terms of business, and bespoke client declarations.

    • One Evidence Pack

      Download a single, professionally formatted PDF containing every check and document.

    • Full Audit Trail

      Every click, upload, and review is time-stamped and logged for total defensibility.

    • Compliance Oversight

      Dedicated views for MLROs to review flags without slowing down fee earners.

    • Gifted Deposits

      Seamlessly invite donors to complete their own checks within the same matter.

    The Old Way vs. The New Way

    Stop chasing paperwork.
    Start closing files.

    Traditional onboarding is broken. It's insecure, slow, and frustrating for everyone. Verify Client fixes it by moving everything into a secure, digital environment.

    Bank-Grade Security

    No more emailing sensitive IDs. Data is encrypted at rest and in transit.

    One & Done

    Clients complete all tasks in one sitting, on any device.

    Compliance Confidence

    Standardised checks mean nothing gets missed, ever.

    Manual ID Check
    3-5 Days
    Posted Documents
    Wait...

    Verify Client

    Identity, AML, Funds

    15 Mins
    Simple Process

    From Invite to Evidence in 3 Steps

    It really is this simple.

    You Send a Link

    Create a request in 30 seconds. Choose the checks you need, enter the client's email, and hit send.

    Client Completes Checks

    They follow a secure, branded link on their phone. Liveness checks, document uploads, and forms are guided.

    You Get the Pack

    Receive an alert when it's done. Review any flags, then download the complete evidence PDF for your file.

    Win-Win

    Built for Fee Earners & Clients

    A better experience for everyone involved in the transaction.

    For Your Firm

    Reduce administrative burden by 80%. No more chasing, filing, or piecing together checks. Get complete visibility over every matter's compliance status.

    For Your Clients

    A slick, professional mobile experience. No app to download, no confusing forms to print and scan. They can verify their identity from their sofa in minutes.

    Ready for smoother client onboarding?

    No obligation. Just a quick look at the journey and how it fits your firm.